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Semiconductors
Semiconductor Manufacturing International Corporation (SMIC)
Huawei Technologies
Meng Wanzhou
TikTok
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Smartphones
Artificial intelligence
Nvidia’s H200 sales prospects in China remain uncertain despite Huang visit
US chip giant reports 85 per cent year-on-year rise in quarterly revenue amid surge in AI demand, but no revenue from H200 sales in China.
21 May 2026 - 11:51AM
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Artificial intelligence
AMD meeting with China’s vice-premier raises optimism on US AI chips
19 May 2026 - 7:30PM
Electric & new energy vehicles
Chinese firm Xpeng builds driverless cabs, challenging Tesla’s FSD software
19 May 2026 - 7:00PM
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US-China tech war
AI
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Anthropic’s plea for US to grow AI edge over China is ‘irresponsible’: analysts
American firm’s warning about China’s tech capability seen by some as fearmongering as hopes of bilateral cooperation on AI safety rise.
15 May 2026 - 10:55PM
A figurine in front of the logo of the US artificial intelligence safety and research company Anthropic during a photo session in Paris on February 13, 2026. Photo: AFP
Semiconductors
China’s top chip foundries forecast second-quarter growth amid AI boom
Bai Peng, Hua Hong’s chairman and president, downplayed the impact of US export controls on the company’s capacity expansion plans.
14 May 2026 - 8:27PM
Semiconductors
SMIC founder warns against ‘blind pursuit’ of cutting-edge nodes
Richard Chang’s rare public remarks highlight importance of mature chips to China’s supply chain security.
12 May 2026 - 7:51AM
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2026 Xi-Trump summit
China’s AI ascent leaves Trump a stark choice: escalate or relax chip controls?
Beijing and Washington are locked in an era-defining contest – and China’s rapid technological progress raises questions about limits of containment.
12 May 2026 - 9:34AM
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Illustration: Henry Wong
Artificial intelligence
China deepens footprint at AI conference despite NeurIPS dispute, US tensions
Alibaba, ByteDance, other Chinese tech giants top paper submissions in conference, quelling worries over geopolitics impacting participation.
11 May 2026 - 10:00PM
Semiconductors
Huawei’s chip research gains attention ahead of Trump visit to China
Tech giant’s advances in AI and semiconductors reflect Beijing’s push for tech breakthroughs and self-sufficiency amid US sanctions.
11 May 2026 - 8:30PM
Artificial intelligence
How Chinese developers bypass restrictions to access top US AI models
One high-volume seller on Xianyu advertises ‘low-latency, no-VPN’ access to the full Claude 3.5 suite.
10 May 2026 - 7:22PM
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Cybersecurity
China scrambles to close AI cyber gap as Anthropic, OpenAI surge with new models
IDC projects that China’s AI cybersecurity industry will be valued at US$8.7 billion by 2030, a more than 37-fold increase from 2025.
10 May 2026 - 11:00AM
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AI is shifting the global balance between cyber attackers and defenders. Photo: Shutterstock Images
Artificial intelligence
AI
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Tech pioneer Chen Tianqiao’s MiroMind halts China services after the Manus saga
AI start-up MiroMind has relocated some staff to Singapore to divide operations for compliance amid heightened scrutiny.
7 May 2026 - 10:14PM
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Semiconductors
China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?
A growing list of Chinese firms – from Huawei to Cambricon – moves fast to integrate DeepSeek’s latest AI model across diverse architectures.
6 May 2026 - 8:30PM
US-China tech war
AI
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AI ecosystems in China and US grow apart amid tech war
China and US have different goals for artificial intelligence and ways of developing it. Washington’s curbs on tech exports have widened the gap between them.
6 May 2026 - 12:15PM
Semiconductors
China’s chipmakers pour revenue into R&D, outpacing US ratios
Earnings show Chinese chip designers devote up to half of revenue to research, far above US peers, as Beijing pushes tech self-reliance.
6 May 2026 - 10:49AM
Visitors at the Moore Threads booth at the World Artificial Intelligence Conference in Shanghai. Photo: CFOTO/Future Publishing via Getty Images
US-China relations
US telecoms agency votes to expand tech crackdown on China
The FCC advanced a proposal to bar all Chinese labs from testing electronics, including phones, cameras and computers, for use in the US.
1 May 2026 - 1:51AM
Semiconductors
Wingtech faces delisting risk after audit failure in wake of Nexperia saga
Wingtech says it is working to restore its internal system and gain full access to Nexperia China’s data to solve the audit issues.
30 Apr 2026 - 6:43PM
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Artificial intelligence
If it can’t stop the Meta-Manus AI deal, how can Beijing exert its authority?
Case shows US-China competition has expanded beyond chips and models to areas of engineering and product design, analyst says.
28 Apr 2026 - 10:30PM
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The Manus AI agent app is displayed on a mobile phone near the logo of Meta Platforms in this illustration picture taken on April 28, 2026. Photo: Reuters
US-China tech war
Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition
The failed Lumileds deal highlights the growing hurdles Chinese tech firms face in overseas acquisitions under tightening US policy.
17 Apr 2026 - 10:30PM
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Artificial intelligence
Lightelligence on track with IPO plans as China’s AI photonics race gathers pace
Shanghai-based company aims to become Hong Kong’s first listed AI photonics chipmaker as AI infrastructure buildout drives momentum.
15 Apr 2026 - 7:07PM
US-China tech war
China telecoms face US exit risk as FCC deepens crackdown on data centres
Chinese companies could be required to sell, transfer or shut down their US-based data centres and network nodes, analysts say.
10 Apr 2026 - 10:55PM
Artificial intelligence
AI fuels global trade growth as China-US flows shift, McKinsey finds
Data-centre expansion and AI investment push global trade ahead of economic growth, consultancy says.
9 Apr 2026 - 7:00AM
AI-linked goods accounted for about one-third of global trade growth last year, according to McKinsey. Photo: AFP
Artificial intelligence
China’s Zhipu AI open-sources GLM-5.1, raises prices to trim gap with US rivals
The company’s second price increase this year signals a push to monetise advanced AI models while keeping costs below US peers.
8 Apr 2026 - 9:00PM
Semiconductors
Proposed US chip curbs on China risk deeper supply chain disruption
New US bill pressures Japan and the Netherlands to align on China chip curbs, with potential fallout for global supply chains.
8 Apr 2026 - 8:02PM
Semiconductors
Chip, AI talent race heats up as Taiwan tightens crackdown on alleged poaching
The latest probes are part of Taiwan’s crackdown on mainland Chinese talent poaching, with 100 cases handled since 2020, according to MJIB.
8 Apr 2026 - 11:08AM
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